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Portfolio (Quarterly) Guide ↗

Aspect Partners, LLC

· CIK 0001985284
13F Portfolio $268M AUM 905 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 63 New 174 Added 168 Reduced 92 Exited
Page 5 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VSEC VSE CORP COM Industrials 880.0 $201K 0.07% $228.47 -10.8%
82 ALLW STATE STREET BRIDGEWATER ALL WEATHER ETF 6,819.0 $200K 0.07% $29.27 +3.1%
83 BND VANGUARD TOTAL BOND MARKET ETF 2,630.0 $193K 0.07% +240.0 +10.0% $73.41 -2.0%
84 VOO VANGUARD S&P 500 ETF 280.0 $192K 0.07% $686.81 +3.1%
85 VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 1,600.0 $188K 0.07% $117.33 +0.7%
86 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 2,300.0 $187K 0.07% $81.16 -9.2%
87 EMHY ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF 4,414.0 $179K 0.07% $40.66 -1.4%
88 CATH GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF 2,015.0 $178K 0.07% $88.51 +3.8%
89 CVX CHEVRON CORPORATION COM Energy 1,040.0 $172K 0.06% $165.76 +25.8%
90 PSI INVESCO SEMICONDUCTORS ETF 912.0 $171K 0.06% $187.77 -27.6%
91 IBM INTERNATIONAL BUSINESS MACHS COM Technology 566.0 $159K 0.06% +48.0 +9.3% $281.25 -16.5%
92 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 302.0 $151K 0.06% $501.36 +22.4%
93 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 289.0 $151K 0.06% +10.0 +3.6% $521.81 +2.4%
94 JNJ JOHNSON & JOHNSON COM Healthcare 570.0 $145K 0.05% $253.97 +8.4%
95 DFAS DIMENSIONAL U.S. SMALL CAP ETF 1,706.0 $140K 0.05% $82.34 -0.2%
96 META META PLATFORMS INC CL A Communication Services 244.0 $137K 0.05% +16.0 +7.0% $563.29 +9.5%
97 VZ VERIZON COMMUNICATIONS INC COM Communication Services 3,184.0 $135K 0.05% -42.0 -1.3% $42.34 +18.4%
98 ILCV ISHARES MORNINGSTAR VALUE ETF 1,273.0 $129K 0.05% $101.24 +7.2%
99 DFAR DIMENSIONAL US REAL ESTATE ETF 4,925.0 $129K 0.05% $26.16 -1.2%
100 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 2,244.0 $123K 0.05% $55.01 +4.7%
Page 5 of 34  ·  679 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 84.6%
Technology 5.8%
Industrials 1.9%
Consumer Cyclical 1.9%
Utilities 1.7%
Healthcare 1.4%
Communication Services 0.9%
Consumer Defensive 0.8%
Energy 0.4%
Basic Materials 0.3%